Our Team

Our Team

Want to know a little more about us? Click on any of our portraits below for a short profile.

Jeff McClure, CFP®
M.S. Personal Financial Planning

Jake McClure, CIMA®

Calli Jochum, Research Coordinator

Joshua Call, Compliance Officer and Chief Information Security Officer

Zee Call, Administrative Assistant

Tary Sipe, Operations Manager

Dustin Howard, File Clerk

Peggy Westmoreland, Administrative Assistant

Robyn Diller, Compliance Officer(Training)

Dea Prall, Business Manager

Christy Rakowitz, Senior Administrative Manager and Client Relations Manager

Ashley Briggs, Administrative Assistant

Providing investment advice, products and service to investors in Central Texas since 1982.
Investment Advisory Services offered through The Personal Wealth Coach® an SEC Registered Investment Adviser, 918 N Main Street, Salado, TX 76571
800-914-7526/254-947-1111. Please contact your tax and/or legal advisor for tax or legal information. Past Performance is no guarantee of future returns and investments may be priced higher or lower when sold than when bought. Information herein has been obtained from sources deemed reliable but no guarantee or warrantee of accurateness of completeness is made or implied. This is not an offer or solicitation to buy or sell any security.